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Economics

10OCT 2018

UK suffers World Cup hangover

The economy stalled in August after a strong July.

2018

SEPTEMBER

26SEP 2018

Economics

Five charts that explain the case for emerging markets

For those investors unfamiliar with emerging markets, it’s important to understand some key facts about risks and rewards, as well as their sheer importance in the world economy.

18SEP 2018

Economics

Trade wars step up, more to come

Quickview: As the trade wars escalate we see no sign of agreement between the US and China. We assess the macro impact.

10SEP 2018

Economics

Growth to slow as trade wars escalate

We have cut our global growth forecasts as a deeper and more prolonged trade war is anticipated between the US and China.

AUGUST

31AUG 2018

Economics

Summer wrap: the macro and markets news you might have missed

With no sign of a summer lull this year, here’s a brief summary of the key events from July and August that matter to investors.

14AUG 2018

Economics

Turkey trouble: what's behind it and what does it mean for emerging markets?

Our emerging markets economist shares his views on Turkey, where the lira has fallen sharply and raised concerns about broader market contagion.

03AUG 2018

Economics

Employment data dips: is US growth moderating?

Quickview: We think the world economy is entering a soft patch, something backed up by today’s payroll numbers from the US.

02AUG 2018

Economics

Brexit risk fails to deter BoE from rate hike

We think the next increase is likely to be in 2019.